I will coach and train you on hubspot CRM
Strategy and Software
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Hi, I'm Thomas.
PLEASE MESSAGE ME BEFORE ANY ORDER :-)
I love chatting with new clients and providing strategy.
I'm a CRM consultant with 15 years of corporate experience in technical solutions and am sales driven.
Using a CRM should feel easy and intuitive to the user, but it requires tedious planning and configuration and set up to become simple to use.
I work with clients to focus on how their current or new CRM is effecting revenue, with an emphasis on Inside Sales operations. This includes email marketing, paid ads, lead generation, website, but as a means to feed the sales pipeline.
Setting up playbooks, custom quoting, meeting links, email sequences, task queues, call tracking, and deal reporting will enable your team to solidify a successful and repeatable process. A clearly outlined customer service process will build loyalty among your customers and instill confidence within your sales organization.
All efforts should be made to remove any impediments to revenue and potentially reconfigure your CRM setup so that it has proper data quality and clearly mapped processes.
Making complex software easier to use since 2020 :-)
Software:
HubSpot
Industry:
Business services & consulting
•
Software
•
Wellness
FAQ
Is Hubspot CRM free?
Yes, there is a completely free version which I use with many clients. However, to fully take advantage of automations, you'll need a Pro Hub. The majority of my clients have Sales or Marketing Pro.
What departments use a CRM?
Sales, Marketing, Customer Service, Operations The CRM is the central database for all aspects of your business. It syncs with the rest of your software stack.
What are automations?
My Top 5 Fundamental Automations 1. Email Sequences - marketing blasts or a series of emails 2. ChatBot - interactive menus 3. Auto Assign to Rep(s) 4. Auto Deal Creation - new contacts 5. Deal Stage Emails - triggers on new These are the primary ones to get started.
What makes Richardson Strategy different from other consultants?
I am a sales guy at heart. My entire career has been focused on bringing an idea to life, from concept to market.
Why is my CRM so hard to use?
I design and build out the database table with all the fields and datapoints you need. I'll organize your Views, Lists, Columns, and help you focus on ONLY the processes you need, important! Architecture is the foundation, to be optimized for your easy navigation.
28 reviews for this Gig
| (28) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D devoncarrier

United States
awesome to work with. has very good understanding of CRM and automations.
$50-$100
Price
1 day
Duration
Helpful?T tomgavin13

United States
Thomas is awesome!
$50-$100
Price
1 day
Duration
Helpful?L limitless_lou

United States
Tom is EXCEPTIONAL!
$50-$100
Price
1 day
Duration
Helpful?F fiverrmr50

United States
Thomas was super helpful in had a deep knowledge of all topics
$50-$100
Price
1 day
Duration
Helpful?M mollennial

United States
Great work
$50-$100
Price
7 days
Duration
Helpful?
28 reviews for this Gig
| (28) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
D devoncarrier

United States
awesome to work with. has very good understanding of CRM and automations.
$50-$100
Price
1 day
Duration
Helpful?T tomgavin13

United States
Thomas is awesome!
$50-$100
Price
1 day
Duration
Helpful?L limitless_lou

United States
Tom is EXCEPTIONAL!
$50-$100
Price
1 day
Duration
Helpful?F fiverrmr50

United States
Thomas was super helpful in had a deep knowledge of all topics
$50-$100
Price
1 day
Duration
Helpful?M mollennial

United States
Great work
$50-$100
Price
7 days
Duration
Helpful?
